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About

Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers.

About

Manual Bank Verification (MBV) helps confirm banking information before initiating an ACH debit or when a lender is trying to determine the credit limit for an individual. Manual Bank Verification uses proprietary data from a vast network of financial institutions, small and community banks and credit unions. When requested, manual calls are added to provide the highest available level of verification of funds. MBV offers unlimited validation attempts without harming the consumer’s credit and is available at two levels of verification. Basic verification is available for batch processing or via a flexible API and does not require consumer authorization of participation with the bank. Data is usually returned within 24 hours of submission. MBV Premium evaluates the same data as MBV and then adds a direct, 3-way call between consumer, their financial institution and an MBV representative.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)

Audience

Financial data APIs for banks

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Boss Insights
Founded: 2017
Canada
bossinsights.com

Company Information

MicroBilt
Founded: 1978
United States
www.microbilt.com/product/manual-bank-verification

Alternatives

Alternatives

Railz

Railz

Railz.ai
Finicity

Finicity

Mastercard
MX

MX

MX Technologies

Categories

Categories

API Management Features

Access Control
Analytics
API Design
API Lifecycle Management
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Integrations

ActiveCampaign
Agile CRM
Copper
FreeAgent
Freshsales
Gusto
HubSpot Customer Platform
Odoo
PayWhirl
Paycor
Reddit
Salesforce
Stripe
VK
X (Twitter)
Xero
Yodlee
Zoho Books

Integrations

ActiveCampaign
Agile CRM
Copper
FreeAgent
Freshsales
Gusto
HubSpot Customer Platform
Odoo
PayWhirl
Paycor
Reddit
Salesforce
Stripe
VK
X (Twitter)
Xero
Yodlee
Zoho Books
Claim Boss Insights and update features and information
Claim Boss Insights and update features and information
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